EA

Echo45 Advisors Portfolio holdings

AUM $159M
1-Year Est. Return 10.77%
This Quarter Est. Return
1 Year Est. Return
+10.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$2.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3.53M
3
+$2.26M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.88M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$955K

Top Sells

1
+$680K
2
+$556K
3
+$509K
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$401K
5
BA icon
Boeing
BA
+$330K

Sector Composition

1 Technology 11.9%
2 Consumer Discretionary 3.33%
3 Healthcare 3.28%
4 Financials 2.99%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-612
77
– –
-1,503
78
– –
-1,640
79
– –
-4,806
80
– –
-4,391
81
– –
-4,978
82
– –
-595
83
– –
-6,995
84
– –
-1,476
85
– –
-11,015
86
– –
-2,693
87
– –
-4,485
88
– –
-4,319
89
– –
-733
90
– –
-4,639
1 2 3
4